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CFO4Life Group’s JPMorgan Municipal ETF JMUB Stock Holding History

CFO4Life Group’s Portfolio JMUB Stock Details JMUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8M Buy
331,936
+6,275
+2% +$316K 2.26% 8
2026
Q1 		$16.3M Buy
325,661
+2,463
+0.8% +$125K 2.48% 7
2025
Q4 		$16.3M Sell
323,198
-6,967
-2% -$352K 2.33% 8
2025
Q3 		$16.7M Buy
330,165
+21,245
+7% +$1.06M 2.42% 9
2025
Q2 		$15.3M Sell
308,920
-4,621
-1% -$228K 2.4% 10
2025
Q1 		$15.7M Buy
313,541
+67,722
+28% +$3.4M 2.64% 7
2024
Q4 		$12.3M Buy
245,819
+15,566
+7% +$788K 2.17% 12
2024
Q3 		$11.8M Sell
230,253
-10,608
-4% -$540K 2.09% 11
2024
Q2 		$12.1M Buy
240,861
+13,495
+6% +$679K 2.28% 11
2024
Q1 		$11.5M Buy
227,366
+49,084
+28% +$2.49M 2.09% 13
2023
Q4 		$9.09M Buy
+178,282
New +$8.77M 1.73% 16

Other funds holding JMUB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFO4Life Group's JMUB Position: Q2 2026 in Review

CFO4Life Group increased its JPMorgan Municipal ETF (JMUB) stake by 1.9% in Q2 2026, buying an estimated $316K and bringing the position to 331,936 shares worth $16.8M. The position accounts for 2.26% of the portfolio, ranked #8.

CFO4Life Group first reported a position in JMUB in Q4 2023 and has held it in 11 quarters since. 511 funds tracked by Wall St. Rank hold JMUB as of Q2 2026.

  • CFO4Life Group held 331,936 shares of JPMorgan Municipal ETF worth $16.8M as of Q2 2026.
  • CFO4Life Group bought 6,275 JPMorgan Municipal ETF shares in Q2 2026, an estimated $316K.
  • JPMorgan Municipal ETF made up 2.26% of CFO4Life Group's portfolio in Q2 2026, its #8 holding.
  • CFO4Life Group first reported a position in JPMorgan Municipal ETF in Q4 2023 and has held it in 11 quarters since.
  • 511 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.